ABSS CRM · Settings

Users

Users is where you invite people to your company, wait until they accept, then set their role and whether they are Active or Inactive. On the invitation you can also choose who the person reports to. You do not design permissions on this screen. That is done under Roles.

Who it's for: Admins who decide who can sign in, which role each person has and whether they are active
Where to find it: SettingsUsers
What you need: The Admin role, and a free user seat on your plan to invite someone

Users walkthrough

Coming soon

What you can do here

Invite a person to your company by email and give them a role.
Choose the people they report to, with Parent Users, on the invitation.
Resend the invitation if the mail did not arrive.
See everyone in the company with their name, email, role, parent user and status.
Correct a person's first name and last name, change their role, or mark them Active or Inactive.
Remove a person from the company.

Before you start

The Admin role: Users is under Users & Roles in Settings. Only admins see it.
How to open Settings: Choose the Settings gear icon in the top bar. It opens All settings, where you pick Users, either on the page or in the menu on the left. Close takes you back to the Dashboard.
The role you want to give: Every invitation needs a role, and the list comes from Settings → Roles. Create the role there first.
A free user seat on your plan: Invitations count against the Users limit shown on Manage Subscriptions.

Invite a user

You invite a person by email. They join the company once they accept the invitation.

Choose Invite User
Go to Settings → Users. The button is at the top right of the Users Management screen. The Invite User window opens.
Enter the Email Address and pick a Role
Both are required. Pick Parent Users too if the person reports to someone. The fields are described below.
Choose Invite
CRM sends an invitation mail, and the person appears in the list as Pending. If that email already belongs to someone in the company, CRM tells you and does not send a second invitation. Cancel closes the window without inviting anyone.
Wait for them to accept
Their status changes to Active when they accept. If the mail did not arrive, choose Resend on their row.

Email Address: Required. The invitation mail goes to this address.
Role: Required. Pick one of the roles from Settings → Roles. You can type to search the list.
Parent Users: Optional. Pick one or more people who are already in the company. Each one shows with their name, email and role.

Note: Invitations count against the Users limit on Manage Subscriptions. If the plan is full, the invitation fails until a seat is free.

Set who a user reports to

Parent Users records the people a user reports to. You choose them when you invite the user.

What a parent user is: A person this user reports to, such as a sales manager. A user can have more than one, or none.
Where you set it: In Parent Users on the Invite User window. The Update User window covers the name, status and role only.
Where you see it: In the Parent User column of the list, as the parent users' names.
What it changes: In Reports, Lead Analytics shows a person who is not an admin the leads assigned to them and to the people under them. That means everyone who has them as a parent user, and the people under those users in turn. Admins see every lead.

Tip: Invite managers before the people who report to them. A person has to be in the company already before you can pick them as a parent user.

Understand user statuses

Every person in the list has one of three statuses.

An invited person is Pending until they accept, then Active. An admin can switch an Active person to Inactive and back.

Status	What it means
Pending	The person has been invited and has not accepted yet. You can resend the invitation. You cannot change the status until they accept.
Active	The person has accepted. They work in the company with the permissions of their role.
Inactive	An admin has switched the person off. They cannot work in the company until an admin sets them back to Active.

Find a user in the list

The list shows everyone who belongs to the company, including people who have not accepted yet.

Title: Users Management.
Columns: First Name, Last Name, Email, Role, Parent User and Status. The status shows as PENDING, ACTIVE or INACTIVE.
Action: The pencil icon, Edit User, and the bin icon, Remove User, on each row. A Pending row also has Resend.
What it affects: Who belongs to the company. The Status decides whether a person can work in it, and the Role decides which set of permissions they get from Roles.

Update a user's name, status and role

One window covers a person's name, their status and their role.

Choose the pencil icon on the person's row
It opens Update User. Under User Details, the top of the window shows the person's Name, Email, Status and Current Role.
Edit the First Name and Last Name
Both are required.
Set the Status and the Role
Set Status to Active or Inactive. You cannot change it while the person is still Pending. Pick the Role you want them to have.
Choose Update
The list refreshes with the changes. Cancel closes the window without saving.

Warning: If you are an admin, you cannot edit or remove your own row. The pencil and bin icons on that row are switched off.

Remove a user from the company

Removing a person takes them out of the company's user list and ends their access. The records they created are kept.

Choose the bin icon on the person's row
CRM asks: Remove this user from the company? It adds that this revokes their access and that records they created are kept.
Choose Yes
The person is removed and the list refreshes. No leaves them in place.

Your own row: You cannot remove yourself. The bin icon on your own row is switched off, with the tooltip: You cannot remove your own access.
The company owner: Cannot be removed. CRM shows: This user is the company owner and cannot be removed.
The last active admin: Cannot be removed. CRM shows: Cannot remove the last active admin of the company.

Tip: If you only want to stop someone working in the company for now, set their status to Inactive instead of removing them.

Rules to know

Topic	Rule
Admin only	Settings → Users & Roles → Users. The screen title is Users Management.
Invite	Email Address and Role are required, and Parent Users is optional. CRM sends an invitation mail. The status starts as Pending and stays that way until the person accepts.
Plan limits	Everyone in the list counts against the Users limit on Manage Subscriptions, whatever their status. If the plan is full, the invitation fails until a seat is free. Resending an invitation does not use another seat.
Resend	Resend is on a Pending row. Its tooltip is Resend Mail.
Parent users	Set on the invitation and shown in the Parent User column. In Lead Analytics, a person who is not an admin sees the leads assigned to them and to the people under them.
Edit	First Name, Last Name, Status and Role. Status can be Active or Inactive. A Pending user stays Pending, and the Status picker is locked. An admin cannot edit their own row.
Remove	The bin icon removes a person from the company after you confirm. Their access ends and the records they created are kept. You cannot remove yourself, the company owner or the last active admin.
Team figures	The Team Leaderboard on the Dashboard and Teams Analytics in Reports list Active users only.
What a role does	The role you set here decides what the person can View, Create, Edit and Delete in CRM. This screen does not define those permissions.